Full-Time
Insurance Account Specialist
HPIEx Real Estate Team
IMA Financial Group
1,001-5,000 employees
Insurance, risk management, and wealth advisory
Compensation Overview
$50k - $60k/yr
Denver, CO, USA
Remote
 Real Estate (1) |
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 Sales & Account Management (1) |
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- Industry experience is required.
- An active property and casualty license is preferred.
- The ability to problem-solve and suggest proactive solutions to the Account Manager and Account Executive is required.
- The ability to work independently and lead special project assignments or support special client projects is required.
- Provide day-to-day support to the Account Manager and Account Executive for client requests within a book of business, primarily Middle Market and Large Market accounts.
- Provide support on large and complex client accounts.
- Handle invoicing, accounting, endorsement processing, certificate issuance, and audit reconciliation at the direction of the Account Manager or Account Executive.
- Use the Agency Management System (EPIC) to maintain detailed account information.
- Review and process certificates of insurance requests.
- Provide direction to the Real Estate Accounting and Invoicing team, including surplus lines tax and fee calculations.
- Process policies and client-specific instructions for customized auto identification cards, billing requests, and premium financing.
- Resolve premium discrepancy issues and audits on expired or non-renewed policies.
- Provide timely responses on client matters, including matters involving internal clients and other departments, to ensure service needs are met.
- Temporarily back up the Account Manager as needed so clients do not experience a gap in service knowledge.
- An active property and casualty license.
IMA Financial Group is a diversified financial services company that provides insurance, risk management, and wealth management services to individuals and large corporations in the U.S. It helps clients protect assets, manage risk, and grow wealth through customized solutions backed by data-driven insights. Its offerings include tailored insurance products, risk-Management strategies, and comprehensive wealth management, with revenue coming from insurance premiums, advisory fees, and wealth management fees. A key differentiator is Towerstone, its subsidiary focused on specialty insurance brokerage for niche markets such as energy, allowing IMA to serve complex risk needs beyond traditional insurance. The company aims to deliver practical, customized financial protection and guidance that reduces risk and supports long-term financial security and growth for its clients.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Wichita, Kansas
Founded
1974
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Simplify's Take
What believers are saying
- May 2026 recapitalization valued IMA at $4.0 billion and funded technology, talent, partnerships.
- April and August 2026 platform launches and hires deepen national specialty coverage.
- 3,000-plus associates and expanded Washington, Alabama, and global practices widen distribution quickly.
What critics are saying
- Moody's B3 leverage after May 2026 refinancing leaves thin coverage and covenant pressure.
- June 2026 lawsuits against EPIC and Howden expose retention weakness and client-flight risk.
- Employee-owner culture plus leveraged sponsors can crack during slow growth or talent raids.
What makes IMA Financial Group unique
- Majority employee-owned, 100% associate-shareholder model aligns retention, service, and cross-selling incentives.
- Broad platform spans P&C, employee benefits, executive benefits, wealth, and investment advisory services.
- Specialty teams like Towerstone and Global Risk & Benefits win complex, multinational accounts.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Short-term Disability
Long-term Disability
Accident
401(k) Company Match
401(k) Retirement Plan
Stock Purchase
Paid Time Off
Flexible Work Options
Paid Holidays
Sabbatical Leave
Family Assistance Program
Health Club Reimbursement
Personal and Professional Development
FSA
HSA
Pre-Tax Parking Plan
Critical Illness
Hospital Indemnity
Business Travel Accident
Identity Theft
Gift Matching
Growth & Insights and Company News
6 month growth
↑ 9%1 year growth
↑ 9%2 year growth
↑ 9%Moody's Ratings has assigned a B3 rating to IMA Financial Group's new senior secured credit facilities, comprising a $1.295 billion seven-year term loan and a $300 million five-year revolving credit facility. The company will use proceeds to repay existing debt and related expenses. The rating reflects IMA's regional presence as a middle market insurance broker serving the western and southwestern US, with good client and carrier diversification. However, these strengths are offset by high financial leverage and low interest coverage. For the 12 months through March 2026, IMA's pro forma financial leverage stood slightly above 7.5 times, with low interest and free cash flow coverage. The Denver-based company generated total revenue of $831 million during this period. IMA is majority owned by employees, with minority stakes held by three private equity firms.
IMA Financial Group appoints new leader for Washington Market. Aug 5, 2026 Longtime insurance leader Karen Schwartz to guide the firm's growth in the region (Seattle - August 5, 2026) IMA Financial Group, Inc., a North American insurance brokerage firm specializing in risk management, employee benefits, and investment advisory services, today announced that Karen Schwartz has been named Washington Market President, effective August 1. In her new role, Schwartz will lead IMA's Washington market strategy, focusing on strengthening collaboration across business lines, partnering with Property & Casualty and Employee Benefits teams and producers, and advancing growth initiatives while continuing to deliver exceptional outcomes for clients. Schwartz has played an important role in the success of IMA's Washington and broader Pacific Northwest teams, most recently leading the company's Employee Benefits business in the region. During her time with IMA, she has helped drive strong business results while fostering the collaborative culture that has contributed to continued growth and client retention. "Karen is a proven and highly respected leader who is already playing a key role in the success of our Washington and broader Pacific Northwest teams," said IMA West President Steve Brockmeyer. "During her time with IMA, she has delivered outstanding results while fostering the collaborative culture that has helped drive strong growth and retention. Her deep understanding of our clients, our people and our business makes her exceptionally well positioned to lead the Washington market." Schwartz brings nearly 15 years of insurance industry experience spanning client service, sales and executive leadership. She joined Parker, Smith & Feek, an IMA company, in 2020 and has played a key role in the continued growth of the firm's Employee Benefits business across the Pacific Northwest. Most recently, she served as Pacific Northwest Market Leader, Employee Benefits, leading more than 100 associates across Washington, Alaska and Hawaii. "I've always believed our industry is about finding thoughtful solutions that help organizations manage risk, achieve their goals and take care of their employees," said Schwartz. "As we continue to grow, my priority is to build on our collaborative culture, invest in our talented associates and deliver meaningful value for our clients." Schwartz's appointment marks the next chapter in IMA's continued evolution in the Pacific Northwest and reflects the firm's long-term commitment to the region. About IMA Financial Group IMA Financial Group is an independent broker, defining the future of insurance through comprehensive and consultative risk and investment advisory services. A majority employee-owned and managed company, its 3,000-plus associates in offices across the country are empowered by a shared mission to manage risk, protect assets and make a difference. Media contacts. Kakie Atwell, VP Corporate Communications [email protected] Jessica Poulalier, Center Reach Communications [email protected]
USM Men's Swimming & diving named 2025-26 KCAC Men's Team of Character. Jul 24, 2026. Have questions? Contact University Of Saint Mary, Inc.. (Leavenworth, Kansas) - The University of Saint Mary men's swimming & diving team has been named the 2025-26 KCAC Men's Team of Character, the conference office announced Friday. All KCAC Champions of Character Awards are presented by IMA Financial Group. "I'm incredibly proud of our men's team for earning the 2025-26 KCAC Men's Team of Character award," David Bresser, head coach of the Saint Mary men's and women's swimming & diving teams, stated. "Competing at a high level is important to our program, but just as important is the way we prepare, support one another, and represent the University of Saint Mary every day. This honor truly reflects the commitment our student-athletes have made to lead with integrity, serve others, and consistently put the team first. Our swimmers bring that same mindset to every practice, every meet, and every opportunity to compete. This award is a testament to the culture we've built together here at USM and to what it means to be a Spire. They truly earned it." In February, the Spires were named the Team of Character for the sport of Men's Swimming. The Spires had five student-athletes earn the KCAC Scholar-Athlete distinction, and had one swimmer named to the KCAC All-Conference First Team. In 2025-26, the Spires accumulated nearly 200 community service hours, with service projects including, but not limited to: * Operation Christmas Child * Feed the Need, a program designed to assist those in need in the Leavenworth/Lansing area. * Volunteering at local high school swim meets. * Making gift bags for correctional facilities in the area. * Making gift bags for women's clinics in the area. Members of the USM men's swim team also served in leadership roles on campus, including being residential hall assistants (RAs), being on the Honors executive council, being a part of the campus STEM Club, being involved in the Student Government Association, and being involved in peer tutoring. The team enjoyed success at the conference championship, finishing in seventh place as a team, highlighted by the following individuals: * Ian Lucas - Top Four Finishes in the 50 Meter Freestyle, the 100 Meter Freestyle, and the 100 Meter Fly * Ian Hein - Top Ten Finishes in the 100 Meter Breaststroke, the 400 Meter Freestyle Relay, the 800 Meter Freestyle Relay, and the 400 Meter Medley Relay * Brandon Kendall - Top 10 Finishes in the 200 Meter Fly, the 800 Meter Freestyle Relay, the 200 Meter Medley Relay, and the 400 Meter Medley Relay. "The University of Saint Mary is incredibly proud of our men's swim team for being named the 2025-26 KCAC Men's Team of Character," Rob Miller, Vice President of Athletics at Saint Mary, said. "This honor reflects so much more than success in the pool, it recognizes the integrity, leadership, sportsmanship, and commitment our Spire student-athletes demonstrate every day. Congratulations to Coach Bresser and his team on this well-deserved achievement. We are grateful for the way they represent the University of Saint Mary and the KCAC with excellence both in and out of the pool." The University of Saint Mary is a Catholic co-educational applied liberal arts university founded and sponsored by the Sisters of Charity of Leavenworth. The University of Saint Mary main campus is located at 4100 South 4th Street, Leavenworth, Kan. USM-Johnson County, at 11221 Roe Ave., offers evening accelerated graduate and undergraduate degree-completion programs. The university also offers online programs. Visit stmary.edu for more information.
People moves: IMT adds Hanraads and Cook to Global Risk & Benefits Practice. July 16, 2026 IMA Financial Group has expanded its Global Risk & Benefits leadership team with the appointment of two national practice leaders, strengthening the firm's ability to support multinational organizations seeking coordinated strategies to address risk, employee benefits and compliance across international operations. IMA hired Simone Hanraads as Global Risk Practice Leader for Property and Casualty and Dana Cook as Global Benefits Practice Leader. Together, they bring more than 30 years of combined experience leading insurance and employee benefits programs for organizations with operations worldwide. Hanraads is based in IMA's Pasadena, California, office. Cook is based in the Kansas City market. Hanraads has more than two decades of experience helping multinational organizations navigate complex property and casualty risks. Most recently, she spent 12 years with Lockton's Global Practice, where she led global insurance programs for clients operating across multiple countries. Cook has 30 years of industry experience, including 15 years aligning multinational organizations' employee benefits strategies with business objectives and local market requirements. Most recently, she served in a global leadership role at Lockton, where she was co-chair of client services, overseeing service delivery for clients in the West. IMA continues to invest in the future of its Global Risk & Benefits practice through its curated Preferred Partner model, which provides coordinated service and local expertise in more than 100 countries, and IMA Global LAUNCH, a professional development program that prepares the next generation of global risk and benefits professionals through hands-on experience, coaching and international collaboration. Was this article valuable?
IMA sues Howden over alleged Pacific Northwest team raid. * by Gavin Souter IMA Financial Group has sued Howden and one of its former executives, alleging they orchestrated a raid on IMA's Pacific Northwest marine insurance team and poached clients as part of a broader effort to expand Howden's U.S. operations. In a complaint filed Monday in the U.S. District Court in Portland, Oregon, Parker, Smith & Feek Insurance LLC, IMA Financial Group Inc. and IMA Inc. v. Alexander Hamilton, Howden US Services LLC and Howden US Specialty LLC, IMA alleges that Mr. Hamilton, its former Pacific Northwest marine practice leader, breached contractual and fiduciary obligations by secretly working with Howden while still employed by the brokerage. According to the lawsuit, Mr. Hamilton met with Howden executives during an IMA-funded trip to London in January and later helped coordinate the resignations of six additional IMA marine practice employees. The departures represented more than 60% of IMA's Pacific Northwest marine practice, the complaint alleges. IMA alleges Mr. Hamilton and Howden then solicited IMA clients. The brokerage says that at least four clients, who collectively account for hundreds of thousands of dollars in annual revenue, have since moved their business to Howden. The complaint alleges that Mr. Hamilton breached confidentiality, nonsolicitation and other provisions of his employment contract and that Howden intentionally interfered with those agreements. The lawsuit is one of several similar legal actions filed by rival brokerages, including Marsh, Aon, Brown & Brown, Alliant and Willis Towers Watson, alleging that Howden established its U.S. retail operations last year through coordinated team lift-outs and client solicitation. Howden has denied wrongdoing in several of those cases and has settled others. June 19, 2026